Teams at Planful

Lead, hire, coach and scale a 6–10 person SDR team to generate qualified pipeline through outbound prospecting, inbound qualification, account-based motions, and product-led signals. Partner with Sales and Marketing, establish performance frameworks and KPIs, and develop playbooks to improve outreach, conversion, and pipeline quality for enterprise SaaS sales.

Lead and develop a team of 6–10 SDRs to generate qualified pipeline through outbound prospecting, inbound qualification, account-based motions, and events. Recruit, coach, and mentor SDRs, align with Sales and Marketing on GTM strategy, establish operational rigor and KPIs, and iterate on outreach approaches to engage finance and accounting decision-makers from directors to C-level.

Execute outbound prospecting using Planful's tech stack, qualify leads via phone, understand finance users' needs, partner with Account Executives to generate pipeline, maintain Salesforce records, and meet quarterly quota.